Willis Fawcett IV is a financial advisor at Titleist Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Titleist Asset Management in 2023, Mr. Fawcett worked at Titleist Capital, LLC and MML Investors Services, and he was previously employed by Joe W. Fly Company. Outside of his advisory role, he is the owner of Vista Entera Consulting, LLC, providing consulting services. Titleist Asset Management advises individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers customized investment programs following a rules-based Total Return framework and provides services such as discretionary portfolio management and retirement plan consulting.

Ian Bradley is a Series 66-licensed financial advisor with Foundations Investment Advisors LLC in New Braunfels, TX, with three years of industry experience. His prior roles include positions at Texas Financial Advisory, Edward Jones, Colorado Technical University, and USAA. Outside of advising, he works as an independent insurance sales agent, offering insurance and annuity solutions to retail clients. Foundations Investment Advisors provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and registered investment companies through a large network of representatives. The firm uses a combination of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach in its investment management.

Jake Carlyle is a financial advisor at Sendero Wealth Management, LLC in San Antonio, TX, holding a Series 65 designation with one year of industry experience. Prior to joining Sendero, he worked at Institutional Shareholder Services for three years. Sendero Wealth Management provides investment advice and comprehensive wealth management services primarily to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm follows a structured guidance process and employs a mix of active and passive strategies with a due-diligence focus on third-party managers.

Norbert Gonzales Jr. is a financial advisor with Wealth Management, LLC in San Antonio, TX, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Wealth Management since 2007 and also operates his own CPA and business legal services firm. Gonzales serves on the boards of several local nonprofits, including the San Antonio Chamber Choir, Park South Village, and San Pedro Playhouse. Wealth Management Nebraska LLC advises individuals and high-net-worth clients, as well as institutional clients such as defined contribution plan sponsors and municipal entities. The firm employs broadly diversified, passively managed portfolios with a long-term, buy-and-hold approach and offers discretionary asset management, fiduciary services, and back-office support for other advisors.

Mark Hogan is a CFP® professional with 39 years of experience in the financial industry. He is currently with Snowden Capital Advisors LLC and previously worked at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Hogan serves on the board of a medical services company focused on DNA and gene splitting patents and holds leadership roles in several nonprofit organizations, including as Chairman of the Executive Board of the Southern Baptist of Texas Convention. Snowden Capital Advisors LLC serves high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, financial and estate planning, and uses customized model portfolios supplemented by third-party managers to meet client needs.

Emanuel Gonzalez is a CFP®-designated financial advisor at SageSpring Wealth Partners with 14 years of industry experience. His prior work includes roles at Raymond James Financial Services and Le-Vel. Gonzalez leads his own wealth management teams operating under Southwestern Investment Group. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors. The firm offers tailored investment management and consulting services, combining fundamental and technical analysis, and access to third-party managers and platform programs.

Timothy Kiesow is a CFP® and ChFC® with 20 years of experience in financial services, currently with USAA Investment Services Company. He has held various roles within the USAA organization since 2014, including positions at USAA Life Insurance Company and USAA Financial Advisors, Inc. based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and individual investors through phone and digital channels. The firm offers a Retirement Income Strategy Report and facilitates referrals to third-party advisers rather than managing client assets directly.

Ariel Palomo Jr. is a financial advisor at Sendero Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sendero Wealth Management since 2019, with prior roles at Merrill and Bank of America. Outside of his advisory work, he is an equity owner of Cross Pond Ventures Inc., a transportation business in San Antonio. Sendero Wealth Management provides investment advice and comprehensive wealth management services to high-net-worth individuals, multi-generational families, and select institutions, typically serving clients with $3 million or more in investable assets. The firm employs a structured process and open-architecture investment approach that includes both active and passive strategies, emphasizing multi-generational wealth and alternative investments.

Nicholas Rodriguez is a CFP® professional with two years of industry experience, currently with Merit Financial Advisors in San Antonio, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Global Wealth Advisors, and Freedom Family Office. Outside of financial advising, he operates a pressure washing business in San Antonio. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed model portfolios and offers both discretionary and non-discretionary account arrangements.

Michael Walters is a CFP® with eight years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC. He has previously worked at SWBC Investment Services, Teamwork Financial Advisors, and First Command Financial Planning. In addition to his advisory role, he is licensed to educate clients on Medicare Advantage and Supplemental Plans. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a diverse client base, offering asset management, comprehensive portfolio management, and financial planning with an investment approach that combines multiple analytical methods and third-party manager support.

Rodrigo Lopez Carrillo is a financial advisor at Sendero Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Sendero Wealth Management since 2017, with prior experience at Rackspace Hosting Inc. and St. Mary’s University. Sendero Wealth Management provides wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions. The firm employs a structured investment approach combining active and passive strategies, focusing on complex wealth needs and offering access to both public and private investment opportunities.

Lara Sterns is a financial advisor at Snowden Capital Advisors LLC in San Antonio, TX, with 39 years of industry experience. She holds a Series 63 designation and has worked previously at Citigroup Global Markets and Wells Fargo Clearing. Sterns has been with Snowden Lane Partners since 2018. Snowden Capital Advisors serves a diverse clientele including high-net-worth individuals, family offices, foundations, pension plans, endowments, and other institutional clients. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, utilizing multi-team scale and institutional capabilities combined with a range of investment tools and third-party manager programs.

Camden Elliott is a financial advisor at Titleist Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has previous experience at Badlands Big Sticks, the University of Houston Athletic Department, and Texas Outdoor Power Equipment. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans, offering discretionary portfolio management and financial planning through a rules-based Total Return framework overseen by an investment committee.

Gary Haack is a financial advisor at Compass Financial Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at CreativeOne Wealth, LLC and CoreCap Investments Inc. He is also the owner of Texas Retirement Strategies, which offers fixed annuities and life insurance. Compass Financial Management LLC serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing discretionary investment management, retirement-plan consulting, and participant education. The firm employs various investment strategies across equities, fixed income, mutual funds, and ETFs, utilizing both third-party managers and internally managed model portfolios.

Christopher Bingham is a financial advisor at Advisory Services Network with 25 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2000. Bingham also works as an independent insurance agent offering products through unaffiliated insurance companies. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans. The firm’s network of independent advisers provides portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Kevin Beall is a ChFC® and Series 66 registered financial advisor with 24 years of industry experience. He has worked with various USAA entities since 2008, including USAA Life Insurance Company, USAA Investment Services Company, Usaa Financial Advisors Inc, and USAA financial planning services, all based in San Antonio, TX. USAA Investment Services Company provides retirement-focused advice and referral services primarily to USAA members and the general public. The firm delivers a Retirement Income Strategy Report and refers clients to Charles Schwab for investment products, operating as a referral and retirement-advice intermediary rather than a portfolio manager.

Bryan Hicks is a financial advisor at Hilltop Securities Inc. in San Antonio, TX, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior roles include positions at Edward Jones and Charles Schwab, where he worked for over a decade. Hilltop Securities Inc. provides brokerage, advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm offers a range of portfolio management programs and uses an open-architecture platform with multiple investment strategies and operational features that include municipal bond strategies and custody capabilities.

Frank Bullinger Jr. is a financial advisor with Titleist Asset Management, LLC in San Antonio, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes nearly two decades at Edward Jones and five years at Prospera Financial Services Inc. He serves on the boards of several nonprofit organizations, including St. Michaels Cemetery Association, Clay County Outreach, and Our Lady Queen of Peace Catholic Church. Titleist Asset Management provides investment advice to individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers discretionary portfolio management and financial planning services using a rules-based Total Return framework and manages customized investment programs through an investment committee.

Melvin Mccullough is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cary Street Partners since 2014, following roles at Citigroup Global Markets and Citicorp Investment Services. Outside of advisory work, he serves as president of McCasey, LLC, a non-investment-related business. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, trusts, retirement plans, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Julie Gerron is a CFA® charterholder and holds a Series 65 license with five years of industry experience. She currently works at Sendero Wealth Management, LLC and Sendero Securities, where she serves as General Counsel and Chief Compliance Officer. Her prior experience includes nearly two decades at Westwood Holdings Group, Inc. She is based in San Antonio, TX. Sendero Wealth Management provides comprehensive wealth management and investment advisory services primarily to high-net-worth individuals, multi-generational families, and select institutions, focusing on clients with $3 million or more in investable assets. The firm employs a structured guidance process and uses both active and passive strategies, with a notable emphasis on alternative investments and complex wealth needs.